+9.2%
VCIT vs ZYBT
-57.3%
+66.5%
-3.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | 0.0% |
| 7D | -0.3% | -6.9% | +6.6% | -0.3% |
| 30D | -0.8% | -31.8% | +31.0% | -0.8% |
| 3M | -1.0% | +94.0% | -95.0% | -0.8% |
| 6M | -1.8% | +99.0% | -100.9% | -1.7% |
| YTD | -0.7% | +40.0% | -40.7% | -0.5% |
| 1Y | +1.0% | -79.5% | +80.5% | +1.6% |
| All | +9.2% | -57.3% | +66.5% | +8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded ZYBT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling